B5 · ARC campaigns

Emails and reminders

For authorsVoice-over · English subtitles

Edit the emails your campaign sends and add a review reminder.

Go to written steps

Before you start

  • Have a campaign ready from Launch an ARC campaign.
  • Have a release date set for the book if you want to follow the reminder example.
  • Confirm your account email address before sending yourself a test.

Watch the walkthrough

English voice-over and subtitles; use the player’s captions control to adjust subtitles. The video is embedded from YouTube.

Chapters

  1. Open the campaign emails.
  2. Check the system emails.
  3. Edit a system email.
  4. The button readers need is added for you.
  5. Preview and save.
  6. Add a reminder.
  7. Who gets reminders.
  8. Save the reminder.Current chapter
  9. Check the schedule.
  10. Pause and resume a reminder.
  11. Send yourself a test.
  12. Delete a reminder.

Transcript

Select a line to jump to that moment in the video.

  1. In this lesson, you'll check the emails your campaign sends and add a review reminder.
  2. Open your campaign and select the Emails tab.
  3. System emails follow campaign actions, such as approving an application.
  4. You can edit their text, but you can't delete them.
  5. Reminders are optional, and you decide when they go out.
  6. Select Application approved and edit the message as you like.
  7. The buttons under the message insert details such as the reader's name or the book title, filled in for each reader.
  8. Hamsterra adds the button readers need, shown under Required system content.
  9. It can't be removed: it takes readers to their participation page.
  10. Select Preview email to see it with sample reader details.
  11. Then select Save changes.
  12. Each save keeps a new version, and new emails use this text.
  13. You can restore the default text at any time.
  14. Now select Add reminder and give it a name. Only you see it.
  15. Choose the send rule and the reference date: here, seven days before the release date.
  16. Reminders go out at 10:00 in the campaign time zone.
  17. Reminders go to approved readers with issued access and reminders turned on, unless they've reported a review or chosen Did not finish.
  18. The text starts as a friendly default, and every reminder has a Share your review button and a Manage reminders link.
  19. Select Save reminder. It's active straight away.
  20. Upcoming dates shows your campaign dates and the planned date of this reminder.
  21. Below, Reminder emails shows how many are scheduled, and how many were sent in the last 30 days.
  22. To stop a reminder for a while, select Pause reminder.
  23. It keeps its settings, and its scheduled emails are cancelled.
  24. Select Resume reminder to turn it back on.
  25. To see a reminder in your own inbox, select Send test to my verified email.
  26. The test uses the saved version and sample reader details.
  27. Delete reminder removes it from this campaign's schedule and cancels its scheduled emails.
  28. Emails already sent can't be recalled. We'll keep this one.
  29. Next, see what readers report back.

Written steps (text version of this video)

This walkthrough shows how to edit a system email of your ARC campaign, preview and save it, add a review reminder before the release date, pause and resume it, and send yourself a test.

  1. Open the campaign emails.

    Open your campaign and select the Emails tab.

  2. Check the system emails.

    System emails follow campaign actions, such as approving an application. You can edit them, but not delete them.

  3. Edit a system email.

    Select Application approved and edit the message. Use the buttons under the message to insert details such as the reader's name or the book title.

  4. The button readers need is added for you.

    The button readers need is added automatically and can't be removed.

  5. Preview and save.

    Select Preview email to see the email with sample reader details, then select Save changes. New emails use the saved version. You can restore the default text at any time.

  6. Add a reminder.

    Select Add reminder. Give it a name only you see, then choose the send rule and the reference date, for example 7 days before the release date. Reminders go out at 10:00 campaign time. Monthly after delivery repeats until the reference date.

  7. Who gets reminders.

    Reminders go to approved readers with issued access and reminders turned on, unless they've reported a review or chosen Did not finish.

  8. Save the reminder.

    Select Save reminder. The reminder is active straight away.

  9. Check the schedule.

    Check Upcoming dates for campaign dates and reminder dates, and Reminder emails for scheduled and recently sent reminders.

  10. Pause and resume a reminder.

    Select Pause reminder to stop it without losing its settings; its scheduled emails are cancelled. Select Resume reminder to turn it back on.

  11. Send yourself a test.

    Select Send test to my verified email to see the saved version in your inbox with sample reader details.

  12. Delete a reminder.

    Delete reminder removes it from the campaign and cancels its scheduled emails. Emails already sent can't be recalled.

Check you’re done

  • Your edited system email is saved as a new version.
  • Your reminder is saved and active.
  • You have checked its planned date in Upcoming dates.

Common questions

Can I remove the button readers need?

No. Required system content is added automatically, and system links cannot be removed from the email.

Does a test include my unsaved edits?

No. Send test to my verified email uses the saved version with sample reader details. Save your changes before sending the test.

Can I pause a reminder without deleting it?

Yes. Pause reminder keeps its settings and cancels its unsent emails. Select Resume reminder to turn it back on.

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